How do I make in-line edits in the Dashboard?

In-line editing allows users to edit cells directly in the Dashboard without clicking through to another page. Status, percent complete, some custom fields and independent tags can be edited. Dependent and hierarchical tags cannot be edited in the Dashboard. This article describes how to make in-line edits in the Dashboard.

1. Click Dashboard

Click Dashboard
  • On the Icon Bar click the Review button, then click Dashboard.

2. Update Status from Dashboard

  1. Click in a Status cell and select a status from the drop-down menu.
  2. Click Save.

3. Enter or Update Values from Dashboard

  1. Some values, such as % Complete, can be entered directly from the Dashboard. Click in the cell you want to change the value for and type the new value.
  2. Click Save.

Note: You will only be able to update % Complete in the Dashboard if the percent complete method is for the work is set to manual.

4. Edit Independent Tags from Dashboard

  1. Click in an independent tag cell and select a new value.
  2. Click Save.


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